See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,699 | $85,790-71.2% | $67,313-63.3% | $135,375-81.8% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -12.48% | -0.54%-11.9pp | -4.08%-8.4pp | 519.73%-532.2pp |
| Employer contribution / active EE | $1,355 | $3,487-61.1% | $2,566-47.2% | $4,779-71.6% |
| Participant deferral / active EE | $6,485 | $4,651+39.4% | $3,568+81.7% | $5,609+15.6% |
| Admin fee / account holder | $42 | $6,392-99.3% | $4,507-99.1% | $10,827-99.6% |